Customizing report templates for your specific needs

Robin AI Reports allow you to extract key insights from contracts quickly, but the true power comes from customization. By tailoring report templates to your specific needs, you can ensure you’re capturing the right data, standardizing your workflow, and making contract analysis more efficient.

This guide will walk you through how to customize existing report templates, modify questions, adjust answer types, and refine outputs for better accuracy and usability.

‍

1. Why Customize Report Templates?

Customizing templates gives you control over the type of insights Robin AI extracts. It allows you to:

• Adapt reports to your specific legal or business needs.
• Ensure consistency across contract reviews.
• Optimize how answers are structured for better usability.
• Refine questions and answer types to improve accuracy.

Rather than starting from scratch every time, modifying existing templates makes contract analysis faster and more reliable.

‍

2. Accessing and Editing a Template

Option 1: Start from Create Report

• Go to the Reports tab in Robin AI.
• Click Create Report.
• Upload a few relevant contracts—these will be your sample documents for testing your template.
• Click Next Step.
• Select an existing template that’s closest to your use case, then click Use this Template to start customizing.
• If there’s no relevant template, you can create a new one from scratch.

Option 2: Edit from Manage Templates

• Navigate to Manage Templates in the Reports tab.
• Choose the template you want to edit.
• Click Edit Info or Edit Topics to start making changes

Modify Topics and Questions

• Update or add Topics that align with your review priorities—for example, Payment Terms, Termination Rights, or Data Protection.
• Move or delete Topics to suit your report structure.
• Refine Questions – Rewrite questions for clarity or break down complex queries into multiple parts.

Example:

• Instead of "What are the contract’s renewal terms?", try "Does the contract include an automatic renewal clause?" and "What is the renewal period?"

‍

3. Adjusting Answer Types for Better Data Structuring

Selecting the right Answer Type ensures that Robin AI formats responses correctly.

• Use Yes/No for binary questions ("Does the contract include a liability cap?").
• Use Select or Multi-Select for predefined categories ("Which jurisdictions are covered by this contract?").
• Use Text (Summary) when a detailed explanation is needed.
• Use Numbers or Dates when extracting numerical data like payment terms.

‍

4. Using Answer Previews to Fine-Tune Outputs

Before finalizing your custom template:

• Click Answer Previews to test questions in real-time.
• Adjust wording or answer types based on the previewed outputs.
• Refine questions for better accuracy and clarity.

This step helps eliminate trial and error when running reports at scale.

‍

5. Saving and Sharing Your Custom Template

Once your template is optimized:

• Click Save Template to update changes.
• Share the template with your team to ensure consistency in contract analysis.
• Run reports using your customized format for faster, structured insights.

‍

Best Practices for Customizing Report Templates

✔ Be Clear and Specific – Avoid broad questions, and ensure queries are direct.

✔ Use the Right Answer Type – Structured data improves usability and accuracy.

✔ Preview Before Running Reports – Identify and fix errors early.

✔ Standardize for Team Consistency – Share templates across teams for uniform reporting.

‍

Conclusion

Customizing report templates in Robin AI ensures that your contract analysis is tailored, structured, and optimized for efficiency. By refining questions, adjusting answer types, and testing outputs, you can streamline legal workflows and get better insights, faster.

‍